TRUST

Legacy Structuring & Estate Preservation

Our trust structuring services are designed with cross-border wealth protection strategies. We deploy structures such as Foreign Grantor Trusts, Discretionary Trusts, and Purpose Trusts, with tax-compliant planning in mind. This is especially beneficial for multi-jurisdictional families.

 

Foreign Grantor Trusts is suitable for non-U.S. settlors with U.S. beneficiaries, enabling tax-deferred growth and efficient succession planning while preserving access and flexibility. These are especially valuable when used in conjunction with insurance wrappers, IUPF-linked investments, or offshore fund vehicles.

 

Our trust offerings are often paired with our investment and family governance capabilities, allowing for integrated long-term planning. Clients trust us to act as the bridge between private wealth and professional structure, working alongside leading trustees, lawyers, and tax advisors to deliver desirable results.

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